Accounts Receivable Clerk (Soft Collections Support)

Position Summary

CBG Surveying Texas is seeking an experienced and detail-oriented Accounts Receivable Clerk to join our Accounting department in our Garland, Texas office. This is a full-time, in-office position. This position plays a key role in supporting daily cash flow through accurate payment processing, customer account maintenance, and proactive follow-up on late balances.

This role includes soft collections activity, as many of our clients are repeat customers and long-term business partners. The ideal candidate is organized, customer-service focused, and comfortable researching payment details, resolving discrepancies, and ensuring accounts are kept current.

Key Responsibilities

· Process and post daily customer payments in our invoicing system.

· Scan and deposit checks to the bank daily and maintain accurate electronic cash receipt documentation.

· Research incoming payments by cross-referencing customer accounts and invoices to ensure proper application.

· Process credit card payments and issue refunds when necessary.

· Maintain accurate records of all payment activity and supporting documentation.

Customer Account Follow-Up (Soft Collections)

· Perform proactive, professional outreach to clients regarding outstanding invoices.

· Support timely collections through friendly follow-up calls and emails.

· Maintain positive client relationships while ensuring payment expectations are met.

· Assist with managing aging accounts, primarily within 30-60-90 day cycles.

Discrepancy Resolution & Client Support

· Investigate and resolve billing discrepancies such as short payments, overpayments, or duplicate payments.

· Provide excellent customer service regarding account balances and payment questions.

· Partner with internal teams to ensure payments are applied correctly, and accounts remain accurate.

Documentation & Organization

· Maintain organized electronic filing for invoices, receipts, and client correspondence within the invoicing system .

· Monitor client Purchase Orders through customer portals as needed.

· Support the weekly distribution of client Purchase Orders or related documentation.

Reporting & Department Support

· Provide weekly and monthly AR updates and reporting to the executive management team .

· Assist with additional accounting and administrative duties as needed.

· Meet department goals, accuracy standards, and activity expectations.

Requirements

Preferred Qualifications & Skills

· 3–5 years of direct Accounts Receivable experience, including payment posting and customer account support.

· Collections experience preferred, with a focus on professional, relationship-based follow-up.

· Strong understanding of invoicing, payment application, aging accounts, and payment research.

· Highly organized, detail-oriented, and process-driven.

· Proficiency in Microsoft Office (Excel, Outlook, Word).

· Experience in surveying, construction, engineering, or professional services industries is a plus.

· Familiarity with ERP/accounting systems, preferred.

Core Competencies

· Accurate and timely payment processing.

· Strong organization and follow-through.

· Professional client communication.

· Proactive approach to resolving issues.

· Ability to work independently in a fast-paced environment.

Work Environment

This is a full-time, in-office position based in our Garland, TX office. The role requires daily interaction with clients, accounting staff, and customer service teams. Typically a Monday-Friday, 8:00 AM-5:00 PM role.

Benefits

CBG Surveying, LLC offers a competitive benefits package, including:

· Comprehensive health, dental, and vision insurance for you and your family.

· Paid Time Off (PTO) and company holidays.

· A collaborative and supportive work environment.